I want to switch my funds (held on Cofunds)
If you wish to switch online, please visit our Buy and Switch service. For further details about this site, please see our Key features document below.
If you wish to switch using paper applications, please download the forms that you need from the list below.
Before investing, it is important that you read and understand the Chartwell Direct Key Facts and the Chartwell Direct Terms and Conditions. It is equally important to understand the guide to investing with Cofunds along with the Key Features and Terms and Conditions of the Cofunds platform.
Chartwell Direct Terms and Conditions
Your guide to investing with Cofunds / Terms & Conditions of the Cofunds Platform
Forms dependent upon type of investment
Other Information
Please be aware that these discounts are subject to change and the discounts published are intended as a guide only.
For further information, or up to date discounts on specific funds you may wish to purchase, please call 0117 9170777, Monday to Friday 0900 - 1700.